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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,125 | $64,311-90.5% | $57,356-89.3% | $125,389-95.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -5.83% | 25.14%-31.0pp | 24.41%-30.2pp | 282.24%-288.1pp |
| Employer contribution / active EE | $3,612 | $3,193+13.1% | $2,689+34.4% | $4,866-25.8% |
| Participant deferral / active EE | $2,687 | $3,846-30.1% | $3,162-15.0% | $5,352-49.8% |
| Admin fee / account holder | $122 | $5,243-97.7% | $3,357-96.4% | $9,541-98.7% |